Globalization isn’t unraveling—it’s resetting. 🌍 At 375 Park, we’re seeing it hit M&A now: ✅ China+1 is overhyped ✅ Nearshoring is no longer optional ✅ Supply chains are being rebuilt from scratch ✅ Capital markets are repricing geopolitical risk As Aswath Damodaran puts

PE firms creating predatory creditor hierarchies. First-tier "friends" recover 95 cents while third-tier plebs get 30. Then act shocked when future deals collapse

🧠 Weekend Prep for Operators & Dealmakers Don’t waste Saturday chasing inbox zero. Use 30 mins Friday to: ✅ Review 1 win + 1 miss from the week ✅ Set Monday’s top 3 priorities ✅ Schedule 1 thinking block (not a meeting) ✅ Prep 1 message to move a deal forward ✅ Close the

💡 Investor Insight | May 10 The best investors don’t just bet on the business. They bet on the operator’s discipline under boredom. 📉 Most failures aren’t dramatic. They’re slow. 📈 The edge isn’t in flashy growth — it’s in quiet, repeatable execution. Capital is fuel.

📅 Monday Game Plan | May 12 Win the week before it starts: 1️⃣ Define ONE priority that moves the needle 2️⃣ Block 2 hrs for deep work — no calls, no noise 3️⃣ Send 3 messages that create momentum (deals, decisions, intros) 4️⃣ Cut one task that doesn’t matter 5️⃣ Walk in Monday

JUST IN 🚨: Coffee jumps to new all-time high 📈📈 Noooooooooooooo!!!!! 🤦‍♂️

HEADLINE ALERT! Target announced it will lay off around 1,000 global corporate employees & cut 800 open roles. The move will cut around 8% of its approximately 22,000 corporate employees, with around 80% of the cuts in its U.S. ranks. The Wall Street Journal

Never in history have companies shed employees while profits have exploded… ….one of the most massively bullish changes

Japan’s key price measure picked up pace, underscoring challenges for new Prime Minister Sanae Takaichi and keeping the Bank of Japan on track for further rate hikes bloomberg.com/news/articles/…

Ruh-roh! #inflation youtu.be/2GpEOKY_iNk?si…

Private credit default rate just hit 9.2%. That's higher than 2008 bank loan peaks. $1.8 trillion in assets, $100B in secondary liquidity. 18:1 mismatch. When exits close, panic starts.

Will Private Credit Lead To Another Financial Crisis: Goldman Answers zerohedge.com/markets/will-p…